|
⚲
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| Objective Capital Management LLC
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| |
|---|---|
| CRD # | 156013 |
| SEC # | 801-114315 |
| CIK # | 0001924152 |
| AUM | $381.7 MM (2024-03-27) |
| Employees | 8 (100% Investors, 38% Brokers) |
| Phone | 216-469-1231 |
| Address | 29325 Chagrin Blvd Pepper Pike, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 97.8 |
| (b) Individuals (high net worth individuals) | 105 | 195.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 722 | 293.0 |
| By Discretionary | ||
| Discretionary | 707 | 276.6 |
| Non-Discretionary | 15 | 16.4 |
| Total | 722 | 293.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 292.6 | |
| Total | 722 | 293.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001924152] |
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|---|---|---|
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Pathway Financial Advisers LLC
✚
|
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|
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PA | 0.4 |
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Mosaic Pacific Investment Advisors LLC
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Narus Financial Partners LLC
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